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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,864 | $48,364-77.5% | $71,796-84.9% | $62,881-82.7% |
| Participation rate | 14.9% | 60.6%-45.7pp | 69.1%-54.2pp | 69.3%-54.4pp |
| Annual return | 4.92% | 13.16%-8.2pp | 78.04%-73.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $331 | $2,091-84.2% | $2,794-88.2% | $3,203-89.7% |
| Admin fee / account holder | $916 | $3,771-75.7% | $4,815-81.0% | $4,296-78.7% |